ACUMATICA ERP · CUSTOMER MANAGEMENT

Acumatica CRM Software

Connect Sales, Marketing, Customer Activity, and ERP Data

Acumatica CRM is part of Acumatica ERP, giving sales, marketing, and customer-facing teams access to customer activity alongside the financial and operational information connected to it.

Milestone helps configure CRM workflows, customer information, sales processes, permissions, and reporting around how your team works.

Acumatica is the platform.
Milestone Information Solutions makes it work for your business.

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CUSTOMER RECORDACTIVEABCCompany ABCOwner: B. Smith · Tier AOPPORTUNITY$48,500LeadQualifyQuoteWonRECENT ACTIVITYQuote sentTodayCall with buyerTueEmail follow-upMonOPEN ORDERS3INVOICES$12.4KCASES1

Acumatica CRM

Customer Management Connected to ERP

Acumatica CRM connects customer activity with the financial and operational information already in Acumatica, giving teams a more complete view of each customer.

Opportunity & Sales Management
Track opportunities, activities, quotes, and customer information through the sales process.
Lead & Campaign Management
Manage leads, assignments, campaigns, and marketing activity.
Customer Activity & Communications
Keep customer interactions, activities, documents, and related information connected to the customer record.
Customer Service & Support
Manage customer cases and support activity alongside the broader customer relationship.

How It Works

From Lead to Customer

Lead
Opportunity
Quote / Order
Customer
Customer Activity

Customer Information

Customer Relationships Go Beyond the Sales Pipeline

An opportunity is only one part of a customer relationship. Previous purchases, open orders, invoices, communications, and service requests provide context for the next conversation. Connecting sales activity with related financial and operational information gives teams more context for managing that relationship.

For sales, that means understanding the account beyond the current deal. For finance and service teams, it means seeing the customer activity relevant to their work.

Information That Supports the Customer Relationship

1Contacts and account information
2Opportunities, quotes, and follow-ups
3Customer communications and activity
4Related orders and financial information
5Customer cases and service history

Connected ERP

CRM Connected to the Rest of Acumatica

Customer activity extends beyond the sales team. Acumatica connects CRM with financial information, distribution, construction projects, and reporting so teams can work from shared information.

Let's Talk About Your Customer Management

Tell us how your team handles sales, service, and customer activity today. We'll show you how Acumatica CRM can fit, and what it takes to get set up.